Financial Planning | Edmond Wealth Management

Comprehensive Financial Planning... Shows How Everything Works Together

Will I Outlive My Money?

A comprehensive financial plan will show the likelihood of running out of money... and so much more! It is a great decision tool to help make the best decisions for the life you want to live.

Comprehensive Financial Planning

A comprehensive financial plan illustrates your entire financial picture. This is a more holistic approach to personal finances.

For Your Life Now and Adjust as Your Life Changes

A plan for your financial future illustrates what your likelihood of success is for achieving what is important to you.

Once your plan is created, it is important to update as milestones occur and life events happen.

What Is a Comprehensive Financial Plan?

Think of it as a wellness plan of your financial future. Details matter. Each of the many aspects of your financial future depend upon the effect of each aspect of your estate, and how they are working together for your future. It is important that they are coordinated and are intentionally managed according to what is important to you.

Your plan involves the detailed review and analysis of all facets of your financial situation. This includes areas such as cash flow analysis, retirement planning, risk management, investment management, tax management, and estate planning. It is only through comprehensive analysis that your financial picture can reflect where your financial future is going. This will show you your financial strengths and uncover gaps to be addressed.

Create an Investment Plan to Aim to Achieve Your Goals

Before we can build a plan to help you work towards meeting your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

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Components of a Comprehensive Financial Plan

A thorough review of your current financial situation
A discussion and understanding of your long-term, financial goals
The development of a plan including all financial products needed to take you from where you are today to where you want to be in the future

A solid financial strategy includes, among other topics specific to your life situation and goals:

Retirement planning
College planning
Tax management
Estate management
Risk management
Debt structure
Insurance
Complex life issues. This includes your family structure, such as taking care of aging parents now, or perhaps sooner than you expected to.

The only way to create an financial plan is to understand the personal circumstances and look at everything: every bank statement, tax return, insurance policy, everything – in order to make qualified recommendations. It would be difficult to help you without first learning about, then assessing, then addressing each portion of your financial picture.

You need the whole picture. That's why we offer this service.

Intergenerational Financial Planning

Multigenerational Financial Planning is a strategy that aims to integrate financial planning among generations. It's where grandparents, parents, and children work together to maximize overall family wealth.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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